+473.2%
VLO vs ASX
+482.2%
-9.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.6% |
| 7D | +9.6% | +12.4% | -2.8% | +7.7% |
| 30D | -17.4% | -19.8% | +2.4% | -15.3% |
| 3M | +10.8% | -10.3% | +21.1% | +10.9% |
| 6M | +56.9% | +1.2% | +55.7% | +51.1% |
| YTD | +136.8% | +123.0% | +13.8% | +88.2% |
| 1Y | +120.7% | +145.4% | -24.8% | +71.0% |
| 3Y | +231.9% | +368.6% | -136.7% | +105.1% |
| All | +473.2% | +482.2% | -9.0% | +212.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling